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Dan Ditusa, MBA

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For more than twenty five years we've built a team of experts who have continually refined CMS . . . enhanced it . . . integrated it with advanced insurance strategies. We've seen it all, serving advisors and their clients effectively through boom and bust. In the 2008 meltdown, when lenders were scrambling to call their loans, every one of our clients saw their loans renewed. We're the largest, longest-running, and most respected premium financing program in the industry. We've helped advisors place more than $60 billion of protection and $6 billion of financed premium. Our foundation and focus is still that original client's challenge: maximizing the value of insurance assets.

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